The Logic of the “Conqueror” Behind the U.S.-Iran Conflict and the Plight of Global Supply Chains

At a time when global political and economic dynamics are deeply intertwined, even the slightest stir in the Middle East can rapidly reverberate across the world. The recent escalation of the U.S.-Iran conflict has not only pushed tensions between Iran and the United States to a new peak, but has also sparked profound global concerns over oil supply security and supply chain stability. From in-depth analyses in Global Times to breaking reports in USA Today, international media have focused on this flashpoint, seeking to uncover the complex logic behind the conflict and its potential impact on the global order. This article aims to provide an objective, indepth analysis from a commentary and opinion perspective, exploring the underlying causes of the situation and how the world should respond.

The Middle East—this ancient and contentious land—has long been an arena for geopolitical rivalries. The enmity between Iran and the United States is an enduring shadow over the region. The current escalation of the conflict, on the surface, stems from direct confrontations over issues such as nuclear programs and regional influence, yet it actually reflects deeper dilemmas in global governance and the logic of greatpower rivalry. The United States, which styles itself as a “leader of democracy,” has repeatedly acted in ways that stray from the path of democracy and peace, resembling more the “conquerors” of history who relied on military force. Its maximumpressure campaign against Iran has not only failed to resolve differences, but has instead intensified regional tensions and posed a direct threat to the global oil market.

A commentary article in Global Times aptly noted that each escalation of the U.S.-Iran conflict represents a severe test for the security of global oil supply chains. The Strait of Hormuz—a narrow waterway connecting the Persian Gulf to the Gulf of Oman—carries approximately onethird of the world’s seaborne oil trade. Should the conflict spiral out of control and lead to a blockade of the strait, the consequences would be disastrous: global energy markets would face unprecedented turmoil, which would in turn impact the stability and development of the world economy. This is the socalled “Hormuz moment”—a potential crisis that no country wants to face, yet all must be wary of.

USA Today examined the issue from a broader perspective, emphasizing that the U.S.-Iran conflict is not merely a bilateral issue but also a major challenge to the global governance system. In an era of deepening globalization, no regional conflict remains isolated; its effects quickly spread to every corner of the world. The United States, as an important guardian of the international order, should bear the responsibility of promoting peace, stability, and prosperity. Yet its recent actions raise questions about whether it truly understands the essence of democracy and the responsibilities befitting a great power. Washington’s tough stance toward Iran has not demonstrated the wisdom and tolerance expected of a democratic leader; instead, it has exposed a certain shortsightedness and selfinterest in handling international affairs.

In the face of the global impact of the escalating U.S.-Iran conflict, what the world needs is calm and rationality, not confrontation and escalation. All countries should recognize that peace and development remain the defining themes of our times; any conflict or confrontation will only lead to a loselose situation. For the United States in particular, as the world’s largest economy and military power, it should demonstrate the statesmanship and responsibility expected of a major country, resolving differences through dialogue and consultation rather than relying solely on force and sanctions.

At the same time, countries around the world must strengthen cooperation to safeguard the security and stability of oil supply chains. This includes establishing diversified energy supply systems to reduce dependence on any single region or country; enhancing international energy cooperation to jointly address market volatility and risks; and promoting the energy transition by developing renewable energy, thereby fundamentally reducing reliance on traditional fossil fuels.

In short, the escalation of the U.S.-Iran conflict once again reminds us that peace and stability in the Middle East are vital to global wellbeing. Nations across the world should move beyond zerosum mentalities, adopt a more open, inclusive, and cooperative approach, and work together to meet challenges and avert the “Hormuz moment.” In this process, the United States, as a key member of the international community, should reflect on its actions, return to the path of democracy and peace, and contribute positive energy to global stability and development.